SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,267 | -2.7% | 10,300 | -2.4% | 0.32% | +12.5% |
| Q2 2023 | $507,033 | +24.5% | 10,550 | +26.3% | 0.29% | +15.7% |
| Q1 2023 | $407,397 | +1.1% | 8,350 | 0.0% | 0.25% | -12.9% |
| Q4 2022 | $402,804 | +21.0% | 8,350 | +21.0% | 0.29% | +3.2% |
| Q3 2022 | $333,000 | +0.9% | 6,900 | +3.0% | 0.28% | +6.5% |
| Q2 2022 | $330,000 | -9.6% | 6,700 | -9.2% | 0.26% | +8.8% |
| Q1 2022 | $365,000 | -2.7% | 7,375 | 0.0% | 0.24% | +0.4% |
| Q4 2021 | $375,000 | +0.8% | 7,375 | +1.4% | 0.24% | -5.6% |
| Q3 2021 | $372,000 | +24.0% | 7,275 | +24.4% | 0.25% | +30.6% |
| Q2 2021 | $300,000 | +18.1% | 5,850 | +18.2% | 0.19% | +23.7% |
| Q1 2021 | $254,000 | +19.8% | 4,950 | +18.1% | 0.16% | +4.0% |
| Q4 2019 | $212,000 | – | 4,192 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,348,867 | $64,597,232 | 19.43% |
| Morningstar Investment Management LLC | 2,068,533 | $99,062 | 14.82% |
| Northeast Financial Group, Inc. | 364,913 | $17,475,694 | 10.74% |
| Greenline Partners, LLC | 1,125,630 | $56,399,763 | 10.63% |
| United Capital Management of KS, Inc. | 589,658 | $28,238,738 | 9.61% |
| Altiora Financial Group, LLC | 410,283 | $19,648,432 | 9.12% |
| Traverso Chambers Private Wealth Management, LLC | 629,147 | $30,129,830 | 8.06% |
| ASSET PLANNING CORPORATION | 208,249 | $9,973,027 | 7.67% |
| LOWERY THOMAS, LLC | 164,391 | $7,872,680 | 7.53% |
| Courage Miller Partners, LLC | 360,432 | $17,261,103 | 7.08% |